Webinar: Pre-immigration Tax Planning Strategies

Jan 19, 2021 02:00pm -
Jan 19, 2021 03:00pm

Event Description

AAA-CPA Webinar

Pre-immigration Tax Planning Strategies


Presented by: Patrick J. McCormick, JD, LL.M
Culhane Meadows PLLC


Tuesday, January 19, 2021 

2:00pm - 3:00pm Eastern

Program Description

This webinar will focus on the assorted United States tax planning strategies available for nonresidents who are soon to become United States taxpayers.  The program covers both income tax and transfer tax planning strategies, detailing opportunities available and foreign tax considerations for the same.


Learning Objectives

  • Learn the differences in tax between United States taxpayers and nonresidents
  • Become familiar with pre-immigration income tax planning strategies
  • Learn when transfer tax planning for a pre-immigrant is appropriate and options for the same


Date & Time

Webinar: Tuesday, January 19, 2021                                                                

2:00 p.m. - 3:00 pm Eastern (11:00 am Pacific)


NASBA approved for 1.0 CPE credit; 1.0 (M)CLE credit*

Please note CPE credit cannot be provided if you participate only via telephone


Education Credit*: AAA-CPA Members $15.00; Non-Members $30.00

Non-Education Credit (Listen-Only): AAA-CPA Members: FREE; Non-Members $25.00 

Speaker Information

Patrick J. McCormick

Partner, Culhane Meadows PLLC

Patrick is a partner with Culhane Meadows, and practices exclusively in the area of international taxation.  Patrick works both with international-domiciled individuals and businesses entering the United States market and United States taxpayers with international connections. His diverse international tax background -previously having been a partner both at a law firm and an accounting firm - gives him a full understanding of the tax complexities posed by multinational connections, and his familiarity with the minutia of international tax law allows him to optimize tax results for his clients.  Patrick holds a Juris Doctorate from Vanderbilt University Law School and a LL.M. from New York University School of Law.

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.  

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasba.org.  

*(M)CLE varies by state. If you require (M)CLE in a specific state, please send a request to studygroups@attorney-cpa.com and we will do our best to arrange for credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee. A general Certificate of Attendance will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.


Event Type:Study Group
Early registration ends on Aug 18, 2020.
Regular registration starts on Aug 19, 2020 and ends on Jan 19, 2021.
Late registration starts on Jan 20, 2021.
(GMT-05:00) Eastern Time (US & Canada)